Dynamics Community Forum Thread Details

Document storage

I have added document storage to D365 Sales, but rather than use the native storage which isn't ideal as I don't like the naming conventions it uses I have added a few flows which do as following.

I created a new document location called /Clients/ which is the root clients folder on the sharepoint site where the files are to be stored, the parent for this is the sharepoint site.

When a new client is created, I then create a new document location with the relative path of the client name, and use the /Clients/ document location as it's parent. I then create two more document locations for orders and opportunities, for the nested opportunities and orders folder within the client folder, each of these document locations is called /Opportunities/ and /Order/ and has the parent of the client (not clients) document location which has just been created.

When a new opportunity or order is created, a new folder is created where it should be, and a new document location is added for that specific opportunity or order using the parent of /Opportunity/ or /Order/ that was created for the particular client.

I have also added some buttons to the ribbon on the account, opportunity and order to open the folder location, as well as been able to view the documents in the documents tab.

This is all working absolutely fine and delivering exactly what I want, except for one thing.

The default location for the account appears to change to the last document location that was created, for example if the opportunity document location was the last created, then when I go to documents on the account record, it shows the opportunity document location and what is within it. I can change the location and see any of the others, and if I edit the selected clients document location (rather than opportunity or order) and just click save without changing anything then it becomes the default and shows that from then on.

So my question is how can I change the default location after everything has been created without having to do it manually? Whilst it's only a small thing, this will be annoying for users and something I'd like to sort.

Thanks in anticipation.

Quick Links

Leaderboard